Morningstar

DFA International Social Core Equity Portfolio Institutional Class Shares DSCLX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 20.91  /  +0.38 %
  • Total Assets 2.3B
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.15%
  • Turnover 12%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DSCLX

Will DSCLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSCLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSCLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSCLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA International Social Cor Eq Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings DSCLX

More DSCLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Short Term Investment

5.08 119M
Cash and Equivalents

ASML Holding NV ADR

1.13 26M
Technology

Royal Bank of Canada

0.99 23M
Financial Services

SoftBank Group Corp

0.79 18M
Communication Services

Banco Bilbao Vizcaya Argentaria SA

0.58 14M
Financial Services

Deutsche Telekom AG

0.55 13M
Communication Services

HSBC Holdings PLC ADR

0.50 12M
Financial Services

The Toronto-Dominion Bank

0.48 11M
Financial Services

Basf SE

0.47 11M
Basic Materials

Engie SA

0.45 11M
Utilities

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